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SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC

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BALA CYNWYD PA
13F Summary
Susquehanna Fundamental Investments is based out of Bala Cynwyd. Their last reported 13F filing for Q1 2025 included $7,159,332,611 in managed 13F securities and a top 10 holdings concentration of 22.62%. Susquehanna Fundamental Investments's largest holding is VISA Inc with shares held of 3,400,000. Whalewisdom has at least 29 13F filings, and 3 13G filings

2025-03-31

Top Buys (13F)

2025-03-31

Top Sells (13F)

2025-03-31

13F Holdings Summary

Name $ Change
V VISA Inc(CALL) 16.64%
KO Coca-Cola Co 0.73%
HON Honeywell Internatio 0.71%
JPM JPMorgan Chase & Co. 0.67%
CI Cigna Holding Co 0.66%

2025-03-31

13F Activity

Market Value $7.16b, Prior: $7.00b
Inflows (Outflows) as % of Total MV +1.8692%
New Purchases 201 stocks
Added To 309 stocks
Sold out of 210 stocks
Reduced holdings in 441 stocks
Top 10 Holdings % 22.62%
Turnover %[1] 32.49%
Turnover Alt %[2] 25%
Time Held Top 20 0.55 quarters
Time Held Top 10 0.3 quarters
Time Held All 0.81 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2025-03-31

13F Sector Allocation Over Time

limited to past 4 quarters. Subscribe to see all available data

2025-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31

Portfolio Performance